Suddenly, the market cares if a company makes money (again)
It’s amazing to think that investors would ever stop caring if a company was profitable, but it seems to happen towards the end of every...
IML investment update – April 2022
Hugh Giddy provides a 2 minute update on the key stocks contributing to performance and key drivers of market volatility in...
A house of cards?
Ahead of the RBA meeting today, and a possible rise in interest rates, Hugh Giddy reflects on how dependent the Australian economy has...
IML investment update – March 2022
Senior Portfolio Manager Hugh Giddy provides an update on markets and how IML Funds performed in March...
Finding value: better reception at TPG
TPG Telecom has been listed on the ASX for many years, however the company today presents as a very different investment proposition to the...